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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
Geneva Partners
4851
Geneva Partners
Wisconsin
$211M -$280K -0.1% 10.9% 417% 114 41.23% 1.5
Lagoda Investment Management
4852
Lagoda Investment Management
New York
$211M +$10.2M +5% 8.38% 250% 39 2.56% 4.1
Woodard & Company Asset Management Group
4853
Woodard & Company Asset Management Group
North Carolina
$211M +$49M +30% 10.3% 94.5% 110 17.27% 1.7
Kendall Capital Management
4854
Kendall Capital Management
Maryland
$211M +$25.7M +14% 9.12% 130% 170 14.12% 2.1
Peninsula Asset Management
4855
Peninsula Asset Management
Florida
$211M +$15.9M +8% 12.8% 44.1% 47 4.26% 6
MTM Investment Management
4856
MTM Investment Management
South Carolina
$210M +$26.3M +14% 11.2% 87.7% 297 12.79% 0.8
Geo Capital Gestora de Recursos
4857
Geo Capital Gestora de Recursos
Brazil
$210M -$8.51M -4% 2.97% 30.7% 49 10.2% 1.4
Juncture Wealth Strategies
4858
Juncture Wealth Strategies
Arizona
$210M +$20.6M +11% 5.23% 76.5% 143 28.67% 2.3
Investors Asset Management of Georgia
4859
Investors Asset Management of Georgia
Georgia
$210M +$17.5M +9% 9.18% 118% 178 6.18% 4.5
Geometric Wealth Advisors
4860
Geometric Wealth Advisors
District of Columbia
$210M – – 5.54% 62.1% 21 – 0
Working Capital Advisors (UK)
4861
Working Capital Advisors (UK)
United Kingdom
$210M -$152M -42% 52.6% 17.1% 1 0% 1
Bull Street Advisors
4862
Bull Street Advisors
Georgia
$210M +$15.8M +8% 8.61% 48.5% 96 3.13% 2.1
SkyKnight Capital
4863
SkyKnight Capital
California
$210M – – 4.44% 11% 3 – 0
Elmwood Wealth Management
4864
Elmwood Wealth Management
California
$210M – – 3.45% 42.1% 376 – 1.4
Adirondack Trust Company
4865
Adirondack Trust Company
New York
$210M -$596K -0.3% 11.1% 96.7% 450 11.78% 4.7
Mark Sheptoff Financial Planning
4866
Mark Sheptoff Financial Planning
Connecticut
$210M +$27.8M +15% 15.1% 92.4% 486 21.81% 3.3
Genesee Capital Advisors
4867
Genesee Capital Advisors
New York
$209M +$6.73M +3% 8.46% 107% 123 18.7% 0.3
Townsend Asset Management
4868
Townsend Asset Management
North Carolina
$209M +$21.1M +11% 10.8% 88.5% 213 4.23% 1.6
Mountain Lake Investment Management
4869
Mountain Lake Investment Management
Florida
$209M -$21.6M -9% 0.76% 64% 32 34.38% 2
Pragma Gestao de Patrimonio
4870
Pragma Gestao de Patrimonio
Brazil
$209M -$10.4M -5% 2.35% 75.2% 20 20% 1.1
MCM
4871
Mason Capital Management
New York
$209M -$1.15B -85% 11.9% 18.5% 40 90% 0.6
Amtrust Financial Services
4872
Amtrust Financial Services
New York
$209M +$106M +103% 5.2% 61.9% 35 71.43% 1.2
Phoenician Capital
4873
Phoenician Capital
New York
$209M -$25.9M -11% 0.28% 41.1% 16 31.25% 1.3
Detalus Advisors
4874
Detalus Advisors
Missouri
$208M +$11.4M +6% 8.79% 75.7% 134 13.43% 1.4
Chatham Asset Management
4875
Chatham Asset Management
New Jersey
$208M – – 59.8% – 4 – 0.5